Case Study: Winstanley Kerridge (WK Advisors & Accountants) achieves 15–20% time savings and stronger advisory services with Xero Practice Manager

How XPM simplified compliance and freed up more time for advisory services

WK Advisors and Accountants is a 50‑person, full‑service New Zealand firm with two offices and 2,000+ Xero clients. Facing slow, paper‑based processes and laborious reporting from their legacy MYOB system, the directors moved the practice online to reduce compliance time, lower client turnover and make advisory services the core of their offering.

They implemented Xero Practice Manager (with Xero Workpapers), built custom advisory touchpoint KPIs and reporting, and created a dedicated onboarding team. The outcome: automated internal metrics, faster billing and job tracking, and savings of about 15–20% (1–2 hours) per compliance job—time the firm has reinvested into advisory work—along with improved client outcomes, staff morale and recruitment.

Winstanley Kerridge

Neil Sinclair

Director